+81.1%
FDLS price history and return analytics
+89.2%
-8.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -1.1% |
| 7D | -1.3% | -0.3% | -1.0% | -1.0% |
| 30D | -2.5% | -1.4% | -1.1% | -1.0% |
| 3M | -4.8% | -1.4% | -3.4% | -3.4% |
| 6M | +1.6% | +5.5% | -3.9% | -4.3% |
| YTD | +16.0% | +12.8% | +3.2% | +1.6% |
| 1Y | +20.8% | +15.4% | +5.4% | +3.3% |
| 3Y | +71.9% | +76.9% | -5.0% | -4.6% |
| All | +81.1% | +89.2% | -8.1% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling